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Contacts

Modified on: Wed, 1 Feb, 2017 at 2:08 PM

This is the section where you would enter all the details of your Customers and Suppliers. You are also able to record details of those organisations or individuals who do not fall into either of these categories. We call these Sales Leads. It is important to select the relationship type (Customer/Supplier) correctly as this will impact other dashboard functions. When adding a Quote or Invoice these details will automatically pull through saving your having to enter them every time. If you are entering details of a company you are also able to add the name of one or more individual contacts. For a Customer this is a requirement.

Once captured you can view or amend a contacts details by clicking on the contact name and make and save the necessary changes.

Sometimes if you are Quoting or Invoicing a Customer for more than one job or service it is useful to be able describe the different projects. By clicking on the Projects tab you are able to add as many projects as you want to. When you are creating an invoice you are able to select a particular project through a drop down menu. And similarly if you have suppliers providing you with goods or services for different projects you are able to create project names and this will help in identifying costs.

Also available for Customers is the Invoice tab. This is a quick reference for all the invoices you have issued for that particular customer and the table will indicate which of these invoices have been paid.

Should you wish to export a list of all your customers and suppliers you are able to do so by clicking on the Export button. A csv file will be created.

1. To Add a Customer or Supplier:

Click on the Contacts dashboard and then on the Customers or Suppliers button. Then click on the Add New link at the top right of the screen and type in as many details as you have for that contact

Click on the Save button

2. To Add a Contact (Customers only)

Select the customer by clicking on their name.

Click on the Contacts tab at the top of the screen and click on the Add New link.

Enter the relevant information. the First Name, Last Name and Contact Type are compulsory fields.

Click the Save button.

3. To Add a Project

Select the organisation by clicking on their name.

Click on the Projects tab at the top of the screen and click on the Add New link.

Enter the project name and description.

Click the Save button.

4. To View Invoices Issued and Paid

Select the customer by clicking on their name.

Click on the Invoices tab at the top of the screen.

5. To Search for an Organisation

Click on the Contacts dashboard and then on the Customers/Suppliers button.

Either type in the name of the organisation (or the first few letters of their name) or use the Alphabet search by clicking on the relevant letter.

6. To Delete an Organisation

Select the organisation you wish to delete.

Click on the white cross at the far right of the columns. A confirmation pop up will appear. If you wish to continue press the Yes button or if you no longer wish to delete the organisation click the No button.

1. To Add a New Sales Lead

Click on the Contacts dashboard and then on the Sales Lead button.

Click on the Add New link at the top right of the screen and type in as many details as you have. The first and last name fields are compulsory.

Click on the Save button.

2. To View or Edit Sales Lead

Click on the Contacts dashboard and then on the Sales Lead button.

Click on the individual to view or edit.

3. To Search for a Sales Lead

Click on the Contacts dashboard and then on the Sales Lead button.

Either type in the name or first few letters of their name or use the alphabet search.

4. To Delete a Sales Lead

Click on the Contacts dashboard and then on the Sales Lead button.

Click on the white cross in the red square on the far right. A confirmation pop up will appear. If you wish to continue press the Yes button or if you no longer wish to delete the sales lead click the No button.